Other Income & Expense
Equity Securities Upward Price Adjustment
JPMorgan Chase Equity Securities Upward Price Adjustment increased by 21.5% to $147.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 182.7%, from $52.00M to $147.00M. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementIncome Statement
SectionOther Income & Expense
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2018
Last reportedQ1 2026May 1, 2026
How to read this metric
An increase suggests the company's investment portfolio is appreciating in value, potentially indicating successful strategic partnerships or venture investments.
Detailed definition
This metric reflects upward valuation adjustments for equity investments held by the company that do not have readily de...
Peer comparison
Reported by companies with significant investment portfolios or venture arms.
Metric ID:
c_equity_securities_upward_adjustmentHistorical Data
15 periods
| Q2 '21 | Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $109.00M | $100.00M | $387.00M | $76.00M | $40.00M | $35.00M | $5.00M | $50.00M | $20.00M | $10.00M | $42.00M | $52.00M | $26.00M | $121.00M | $147.00M |
| QoQ Change | — | -8.3% | +287.0% | -80.4% | -47.4% | -12.5% | -85.7% | +900.0% | -60.0% | -50.0% | +320.0% | +23.8% | -50.0% | +365.4% | +21.5% |
| YoY Change | — | — | — | -30.3% | -60.0% | -91.0% | -93.4% | +25.0% | -42.9% | +100.0% | -16.0% | +160.0% | +160.0% | +188.1% | +182.7% |
Range$5.00M – $387.00M
CAGR+8.9%
Avg YoY Growth+40.2%
Median YoY Growth+4.5%
Current Streak2 quarters growth
Equity Securities Upward Price Adjustment at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's equity securities upward price adjustment?
- JPMorgan Chase (JPM) reported equity securities upward price adjustment of $147.00M in Q1 2026.
- How has JPMorgan Chase's equity securities upward price adjustment changed year-over-year?
- JPMorgan Chase's equity securities upward price adjustment increased by 182.7% year-over-year, from $52.00M to $147.00M.
- What does equity securities upward price adjustment mean?
- The increase in the value of private or non-marketable equity investments held by the company.